Elizabeth Brennan is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has been with LPL Financial since 2018, following four years at ACCSC. Outside of her advisory work, she engages in online resale activities through eBay and Poshmark. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amy Longfellow is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. She has been with Wells Fargo Bank, N.A. since 2017 and joined Wells Fargo Clearing in 2025. Prior to that, she was involved with Outlaw Enterprise from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm uses an IPS-driven approach grounded in modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Don Ferguson Jr. is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 65 licenses and over 44 years of industry experience. His prior roles include positions at Capital Investment Advisory Services, Capital Investment Group, Ferguson Financial, and Scott & Stringfellow. He is also involved with Ferguson Financial, LLC, which offers life, fixed, and immediate annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services supported by various investment strategies and operational tools.

Dahmen Lariviere is a CFP® with 24 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at PRUCO Securities, The Prudential Insurance Company of America, Forethought Distributor, Epoch Securities, and several other firms dating back to 2010. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Norman Getsinger is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Castlight Health and Red Ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with technology-driven research and operational tools.

James Hudock is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Investment Centers of America for eight years and Financial Resources Group for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tyler Rue is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. His prior roles include multiple positions at The Vanguard Group and a year at Wonsulting. He also has experience in academia, having worked at Brigham Young University - Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of advisors and a wide array of operational and research tools.

Kevin Ramirez is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Wells Fargo for two years and has additional experience at IGS Solutions and DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and extensive operational resources.

Semludin Avdic is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of experience at LPL following six years at CVS Pharmacy. He has a total of one year in the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Mercedes Dockery is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and currently in her first year in the industry. Prior to her advisory role, she gained six years of experience with EXP Realty and worked with Wilkinson ERA and Citywide Realty in real estate. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Adam Greene is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Citizens Securities, TD Ameritrade, and Scottrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Timothy Briggs is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Barings, Advisors Asset Management, UBS Financial Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nikolaos Peroulas is a financial advisor with LPL Financial, holding a Series 66 designation and with 21 years of industry experience. He has worked at LPL Financial since 2008 and previously spent time at Harrisdirect LLC in 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Richard Johnson II is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, South Carolina, with 7 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Deena Wilson is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL in 2018, she worked with Foresters Advisory Services and Foresters Financial Services from 2016 to 2018. Outside of her advisory role, she is an independent nail stylist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research and technology tools, and overseeing over $819 billion in discretionary assets.

Jonathan Hill is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations. He has recently begun his career in the industry, with prior experience in educational roles and management at Whits Frozen Custard. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies that include discretionary and non-discretionary allocations with a broad array of investment options.

Bryan Recca is a CFP® professional with five years of industry experience currently affiliated with LPL Financial. His prior roles include positions at The Vanguard Group and Mosaic Pediatric Therapy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services utilizing both proprietary and third-party investment strategies, supported by extensive technological tools and a broad network of over 22,800 advisors.

Luigi Pecorino is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms, including LPL Financial and Cadaret Grant & Co., Inc. Prior to joining Ameriprise in 2025, he spent seven years at LPL Financial, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sarah Marshall is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at Dtcc and Raymond James. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisory strategies through both proprietary and third-party resources.

Serena Bachoua is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. She has worked at LPL Financial LLC prior to joining LPL Enterprise and has a background including roles in retail and service industries. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset management access, and participation in wrap programs.